WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$81.7M
2
+$79.1M
3
+$73.8M
4
TOL icon
Toll Brothers
TOL
+$56M
5
GT icon
Goodyear
GT
+$52.9M

Top Sells

1
+$78.4M
2
+$53.7M
3
+$52.6M
4
ABBV icon
AbbVie
ABBV
+$52.3M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$52.2M

Sector Composition

1 Financials 21.8%
2 Consumer Discretionary 17.05%
3 Industrials 13.68%
4 Healthcare 9.11%
5 Technology 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$499K ﹤0.01%
16,250
+100
452
$490K ﹤0.01%
7,492
-200
453
$486K ﹤0.01%
16,750
+1,525
454
$478K ﹤0.01%
20,825
-2,100
455
$473K ﹤0.01%
41,325
+5,450
456
$464K ﹤0.01%
14,607
+1,225
457
$462K ﹤0.01%
3,100
458
$455K ﹤0.01%
13,600
+100
459
$455K ﹤0.01%
+15,225
460
$447K ﹤0.01%
7,000
+1,525
461
$444K ﹤0.01%
21,325
+1,325
462
$440K ﹤0.01%
33,781
+5,668
463
$434K ﹤0.01%
41,625
+9,650
464
$434K ﹤0.01%
7,026
-600
465
$434K ﹤0.01%
49,741
+6,218
466
$430K ﹤0.01%
26,600
-600
467
$425K ﹤0.01%
+23,050
468
$420K ﹤0.01%
26,340
+10,650
469
$415K ﹤0.01%
4,575
-287,642
470
$415K ﹤0.01%
22,384
-2,270
471
$414K ﹤0.01%
10,250
+900
472
$408K ﹤0.01%
+13,500
473
$406K ﹤0.01%
9,250
+2,050
474
$403K ﹤0.01%
27,300
+2,325
475
$398K ﹤0.01%
8,325
+400
17 18
19
20 21